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FSWFX vs OWSMX
FSWFX vs OWSMX Comparison
Open Charts FSWFX vs OWSMX
American Funds SMALLCAP World 529-F-2
Price$68.04
Change-$0.09 (-0.13%)
VolumeN/A
CapitalizationN/A
Old Westbury Small & Mid Cap Strategies
Price$16.08
Change+$0.09 (+0.56%)
VolumeN/A
CapitalizationN/A
FSWFX vs OWSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 73.6B vs. OWSMX (8.63B). FSWFX pays higher dividends than OWSMX: FSWFX (0.89) vs OWSMX (0.62). FSWFX was incepted earlier than OWSMX: FSWFX (4 years) vs OWSMX (20 years). OWSMX is a more actively managed with annual turnover of: 41.00 vs. FSWFX (29.00). FSWFX has a lower initial minimum investment than OWSMX: FSWFX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 6.12 vs. FSWFX (4.54).
| FSWFX | OWSMX | FSWFX / OWSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 20 years | - |
| Gain YTD | 3.380 | 5.159 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.6B | 8.63B | 853% |
| Annual Yield % from dividends | 0.89 | 0.62 | 144% |
| Returns for 1 year | 4.54 | 6.12 | 74% |
| Returns for 3 years | -11.01 | -6.88 | 160% |
| Returns for 5 years | N/A | 6.55 | - |
| Returns for 10 years | N/A | 3.59 | - |
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